An accounting firm focused on
personalizing your experience.

The Brae

What We Do

The Brae offers a variety of services to individual and businesses. As a concierge firm, The Brae provides guidance and a personalized approach that is beneficial to clients.

Who We Serve

  • 01 / Individuals

    WE KNOW THE REGS AND ESTABLISH A PLAN, SO YOU CAN STAY AHEAD.

  • 02 / Businesses

    WE BUILD A RELATIONSHIP WITH YOUR BUSINESS AND STRATEGIZE AROUND YOUR NEEDS.

  • 03 / Real Estate

    WE'VE SEEN YOUR DEAL. LEAVE THE TAX COMPLEXITIES AND K-1s TO US.

  • 04 / Bookkeeping

    WE RUN YOUR BOOKS, SO YOU RUN YOUR BUSINESS. WE WILL GET YOU SET UP OR CLEANED UP AND RUNNING SMOOTHLY.

Trust & Communication

We Focus on guiding our clients towards their goals.

Individuals

Self-employed
Salaried professionals
Executives
Passive & active real estate owners
Business owners
Retired individuals

Businesses

Business owners & entrepreneurs
Multi-family owners, operators, syndicators & property managers
Businesses raising capital
Physicians, attorneys & other professional services businesses
Restaurants
Actors, entertainers & other trade professionals
Let's Talk